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| Morningstar Return Rating: | Below average | | Year to Date Return: | 33.79% | | 5-Year Average Return: | -0.46% | | Number of Years Up: | 2 | | Number of Years Down: | 3 | |
Best 1-Yr Total Return (2006): | 16.97% | |
Worst 1-Yr Total Return (2008): | -40.18% | |
Best 3-Yr Total Return (2004-6): | 8.61% | |
Worst 3-Yr Total Return (2006-8): | -11.99% |
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| 1-Year: | No load | | 3-Year: | No load | | 5-Year: | No load | | 10-Year: | No load |
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| TRAILING RETURNS (%) VS. BENCHMARKS | |
| Return | NEOYX | Category | Diff | Index* | Diff | | Year To Date | 33.79 | 18.65 | 15.14 | 17.05 | 16.74 | | 1-Month | -1.94 | -2.18 | 0.24 | -1.86 | -0.08 | | 3-Month | 8.72 | 5.08 | 3.64 | 5.48 | 3.24 | | 1-Year | 19.23 | 11.86 | 7.37 | 9.80 | 9.43 | | 3-Year | -6.66 | -6.78 | 0.12 | -7.02 | 0.36 | | 5-Year | -0.46 | 0.49 | -0.95 | 0.33 | -0.79 | | Last Bull Market (
28-Feb-09
to 30-Sep-09) | 70.79 | 45.26 | 25.53 | 45.76 | 25.03 | | Last Bear Market (
31-Aug-08
to 31-Aug-09) | -12.98 | -15.99 | 3.01 | -18.25 | 5.27 |
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| | * Index means [
S&P 500 TR
] |
| ANNUAL TOTAL RETURN (%) HISTORY | |
| Year | | NEOYX | Category | Diff | | 2009 | | | N/A | N/A | N/A | | 2008 | | | -40.18 | -37.79 | -2.39 | | 2007 | | | -2.59 | 6.16 | -8.75 | | 2006 | | | 16.97 | 14.17 | 2.80 | | 2005 | | | -0.04 | 5.88 | -5.92 | | 2004 | | | 9.57 | 10.02 | -0.45 | | 2003 | | | 30.76 | 27.05 | 3.71 | | 2002 | | | -19.61 | -22.25 | 2.64 | | 2001 | | | -13.99 | -13.50 | -0.49 | | 2000 | | | -6.97 | -6.31 | -0.66 | | 1999 | | | 9.77 | 20.16 | -10.39 |
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| PAST QUARTERLY RETURNS (%) FOR
NEOYX | |
| Q1 | Q2 | Q3 | Q4 | | 2009 | -9.50 | 24.26 | 21.34 | N/A | | 2008 | -9.13 | -6.26 | -3.88 | -26.95 | | 2007 | -1.19 | 7.61 | -2.53 | -6.02 | | 2006 | 2.92 | -1.82 | 7.23 | 7.96 | | 2005 | -3.49 | -0.27 | 1.29 | 2.54 | | 2004 | 1.67 | 1.57 | -3.09 | 9.48 | | 2003 | -3.96 | 20.20 | 0.27 | 12.97 | | 2002 | -0.42 | -8.84 | -16.90 | 6.56 | | 2001 | -11.03 | 4.78 | -16.94 | 11.08 | | 2000 | -0.98 | -3.29 | 1.27 | -4.08 | | 1999 | N/A | N/A | N/A | 7.75 |
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| RANK IN CATEGORY (BY TOTAL RETURN) | |
| Period | Rank | Funds in Category | % Rank | | Year To Date | 60 | 2013 | 2.98 | | 1-Month | 337 | 2110 | 15.97 | | 3-Month | 104 | 2090 | 4.98 | | 6-Month | 102 | 2049 | 4.98 | | 1-Year | 67 | 1999 | 3.35 | | 3-Year | 482 | 1694 | 28.45 | | 5-Year | 753 | 1352 | 55.70 |
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0.20% Nasdaq 
0.24%
Performance
